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Accounting Advisory

Managing Your Finances, Accounting and Tech While Saving You Time

Day-to-day operations can move long-range planning, innovation, and strategy to the back seat. But it doesn’t have to be that way.

Many businesses, nonprofits and associations are challenged by the time, effort, and staffing required to manage accounting and finance work. From traditional bill pay, financial reporting, reconciling bank statements and the like to more complex forecasting and analysis, CBM can help you focus on core aspects of your business while saving you time, money, and headaches.

What makes CBM unique is our comprehensive suite of services and collaborative approach. We understand your goals and help you achieve them, whether you run a nonprofit, startup, or established enterprise. Find the services that fit your needs today, and as you grow, our services can expand to meet your priorities tomorrow.

Head off potential problems and position yourself for growth by outsourcing some or all of your accounting and finance functions to a trusted partner.

Navigate the Complexities of Accounting and Achieve Peace of Mind

We work closely with your team to offer the right solutions to your challenges. Here’s how we help:

Manage your organization’s financial and strategic activities with our CFO-level experts.

  • Cash Flow
  • KPI dashboards
  • Financial forecasts
  • Presentations to boards and executive committees

Tap into the expertise of our controller-level professionals to oversee your accounting work.

  • Financial Statements
  • Internal Controls
  • Compliance
  • Audit and Tax Engagement Preparation

Make your workflow more efficient and increase productivity with the right tools and processes.

  • Selection, Development and Optimization of Technology
  • Financial Management
  • Billing

Evaluate your people operations effectively to help you grow.

  • Payroll
  • Benefits
  • Optimization of Expertise

Consult with our experts to ready your organization for whatever comes next.

  • Valuations, M&A, Buy-Sell Agreements
  • Exit or Retirement Planning
  • Dispute Resolution, Litigation

 

Our expertise is ideally suited for not-for-profit organizations including 501(c)6 trade and membership associations, professional services firms, and smaller firms or not-for-profits with growth potential throughout the Washington, DC metropolitan region. Organizations with a virtual office set-up can also benefit from working with CBM.

Why CBM?

We understand that managing your organization’s finances can be overwhelming and time-consuming. That’s why we offer a range of benefits to help you navigate the complexities of accounting and achieve peace of mind. Here are the key advantages of our accounting and advisory services:

1. Peace of mind through our proactive guidance and forward-thinking approach
2. Fast response times and unwavering reliability from our team
3. High-quality expertise to save you valuable time and help you worry less
4. Cost savings by eliminating the expenses associated with hiring and maintaining in-house personnel
5. Timely delivery of comprehensive reports and astute insights
6. Modernized and scalable systems that optimize workflows and facilitate future growth
7. Continuous guidance on controls, best practices and systems to enhance financial operations
8. Full control over the range of services tailored to meet your specific needs

Delivering a People-Driven Approach to Business Success

In today’s rapidly changing business environment, your team must have the right kind of expertise deployed effectively to help you grow. CBM’s people-driven approach to business success means our expertise does not end with financial or accounting operations management. CBM’s outsourced team can help evaluate your people operations, leveraging an understanding of payroll and benefits to maximize the likelihood you have the right people in the right place. The outcomes for you are increased confidence in your team’s alignment to your strategic goals and an ability to leverage available talents to drive long-term business success.

Quick References for Businesses

CBM’s Quick References are high-level insights published by our forward-thinking tax, accounting and consulting professionals that focus on critical issues and concerns facing businesses. CBM is available to help you implement solutions that minimize risks and maximize new opportunities.

Click here to review CBM’s latest Quick References.

What Clients Have to Say About Our Accounting and Advisory Expertise

I’ve appreciated the expertise Dominick Bellia and his team have shown helping Voices of Alzheimer’s set up our accounting system. We’ve only worked with CBM for a few months but have benefited from their patience in answering a lot of preliminary questions, in-depth insights and attention to risk management concerns. We look forward to benefiting from our ongoing partnership in the future. – Jim Taylor, President, Voices of Alzheimer’s

The Franciscan Monastery has worked with CBM for nearly five years now, during which Dominick Bellia and his team have successfully moved us from a paper operation to a fully digital system. Through the use of digital accounts payable programs, such as Bill.com, and other connected software, CBM streamlined our processes, reduced duplication of efforts, all while providing more effective internal controls and greater transparency. Most importantly, the CBM team has been a great group of professionals to work with. They made the transition seamless and have been available to support us every step of the way. I highly recommend them.  – Chris Dwyer, Director of Business and Operations, Franciscan Monastery of the Holy Land in America

 

“The Fritz Pollard Alliance Foundation is a not-for-profit organization with less than five full-time employees. Our growth relies heavily on our ability to align sound business practices with a clearheaded vision.  Our initial objective was to identify a business partner that offered more than just an accounting service. We needed a partner that could help us achieve operational efficiency and better transparency. CBM has brought tremendous value in helping us establish the clarity and the confidence we need to develop a sustainable business model. Dominick Bellia and Janice Wofford have been tremendous partners in the process.” – Rod Graves, Executive Director, Fritz Pollard Alliance Foundation

From a prior experience working with Dominick Bellia and Amanda McWilliams, I immediately contacted them as soon as I arrived as executive director of ATLIS. I haven’t regretted that decision once. At the time, ATLIS was shifting from a largely volunteer-driven organization to what it is today, an organization with nearly $1 million in revenue. CBM helped make the shift a successful one. I explained to Dominick that I wanted to bring on CBM for the long-term so the organization and CBM’s involvement with us could grow together—and that’s exactly what has happened. I rely on Dominick and his team on a daily basis. Their expertise is always available, and it saves me from the challenges of investing too much time trying to understand the financial nuances of the organization.

Financial reporting is always evolving but am confident in the reporting that Dominick and Amanda deliver to the board based on the trust I’ve developed in them. – Christina Lewellen, MBA, CAE, Executive Director, Association of Technology Leaders in Independent Schools

“I have been really thrilled with CBM and I am grateful to work with Dominick.  He is very knowledgeable about every issue I bring to him, and I am confident that his advice has saved my company tens of thousands of dollars.  In addition, he went above and beyond to connect us to a lender for PPP #2 when I could not get a loan through my regular bank, which also worked out great.” – Aaron Seyedian, Founder of Well-Paid Maids

“Our Board has been very pleased with the professionalism and responsiveness CBM has brought to our accounting needs.” – Anonymous

 

“Dominick, Jessie and the whole CBM team have been great! They’re extremely helpful, super responsive and always on top of our Association’s needs.” – Anina Adelfino, Operations Manager at the Association of Clinical Research Organizations

“I’ve been very fortunate to have Dominick Bellia as my account manager, who is kind, and exceedingly patient with regard to helping me learn the system. His knowledge about so many of the nuances of the system, and business in general is astounding. I call him so often that I fear CBM will fire ME! In addition to the fact that the system has simplified my internal accounting, the information necessary for tax preparation is readily available, at a moment’s notice, with no effort on my part.” – Wendi Picker-Dennard, Independent Meeting Planner at Accommodations Unlimited

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